GEA

Glen Eagle Advisors Portfolio holdings

AUM $719M
1-Year Est. Return 15.88%
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$369M
AUM Growth
-$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1 +$7.52M
2 +$6.89M
3 +$5.02M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.41M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.14M

Sector Composition

1 Healthcare 10.51%
2 Technology 10.35%
3 Financials 5.89%
4 Consumer Staples 4.75%
5 Industrials 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$13.3K ﹤0.01%
162
+1
577
$12.9K ﹤0.01%
45
578
$12.8K ﹤0.01%
126
579
$12.7K ﹤0.01%
500
580
$12.5K ﹤0.01%
200
581
$12.4K ﹤0.01%
+300
582
$12.3K ﹤0.01%
306
+2
583
$12.3K ﹤0.01%
200
584
$12.2K ﹤0.01%
331
-7
585
$12.1K ﹤0.01%
1,030
586
$12K ﹤0.01%
154
587
$11.9K ﹤0.01%
145
+68
588
$11.9K ﹤0.01%
115
+50
589
$11.8K ﹤0.01%
235
590
$11.8K ﹤0.01%
130
591
$11.8K ﹤0.01%
+3,000
592
$11.7K ﹤0.01%
500
+223
593
$11.6K ﹤0.01%
80
594
$11.6K ﹤0.01%
263
595
$11.4K ﹤0.01%
114
596
$11.4K ﹤0.01%
+325
597
$11.2K ﹤0.01%
300
598
$11.2K ﹤0.01%
132
599
$11.1K ﹤0.01%
318
600
$11.1K ﹤0.01%
241